Menu
Sign In
sign up

Meet the Team

Castle Hall's team brings deep experience across operational, risk, cyber and ESG due diligence.

Act2 Sample Image

Christopher J. Addy

President & CEO | CFA FCA

Chris is the Founder and CEO of Castle Hall, where he leads a team of more than 80 professionals conducting operational, ESG, risk and cyber due diligence on behalf of more than 100 asset owners worldwide.

Chris is one of the industry’s very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP (2001) and co-founded Amber Partners (2004).

Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, he is a member of the CFA Institute Global Industry Standards Steering Committee, and is a founding member of the Executive Committee of the Fund Governance Association. Chris also served for 6 years (2011-2016) as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.

Chris is a Fellow of the Institute of Chartered Accountants in England and Wales and is a CFA Charterholder.

Act2 Sample Image

Anne Coady

Managing Director | CPA, CA, FICA

Anne Coady leads the Abu Dhabi office. Anne manages a global team of diligence analysts and is responsible for the service delivery of more than 2,000 due diligence reviews across hedge funds; private equity, infrastructure and real estate funds; and a wide range of long only investment structures through DiligenceHubTM, Castle Hall’s award winning, online diligence portal.

Anne has more than two decades of accounting, operational and due diligence experience, including almost a decade at PwC Cayman as Director of Global Compliance / Administrative Services, focusing on offshore corporate administration and structuring. Anne is a Fellow of the International Compliance Association and has extensive experience in corporate governance, compliance and anti-money laundering best practices.

kb

Kathleen Bell

Senior Manager

Kathleen joined Castle Hall in 2015 and is a Senior Manager in the Halifax office. She is involved in the review process for the OpsMonitor and OpsVerification products, which cover more than 700 funds across a wide range of strategies and involve communicating with alternative investment managers from around the world. During her time at Castle Hall, Kathleen has also gained three years of experience conducting operational due diligence reviews across a wide range of hedge funds, fund of funds, private equity and other alternative and traditional fund structures. Kathleen is actively involved with training initiatives and oversees the work of a team of analysts across Castle Hall’s Halifax and Manila offices. Prior to joining Castle Hall, Kathleen worked in leadership roles within the culinary industry for over eight years, and obtained her BBA in Management and Finance from Mount Saint Vincent University.

tb

Trevor Bennett

Information Technology Manager | SSCP

Trevor is the Information Technology Manager at Castle Hall, where he manages helpdesk staff and drives technology initiatives. Trevor’s responsibilities include internal infrastructure, policy, business continuity, and cybersecurity management. As an advocate for best practices in information security, Trevor leads Castle Hall’s Cybersecurity Diligence program and holds the (ISC)2‘s SSCP (Systems Security Certified Practitioner) designation.

Prior to joining Castle Hall, Trevor enjoyed a career in the arts and worked in technical roles supporting the Canada Revenue Agency and Avaya. Trevor holds a Bachelor of Music from Memorial University of Newfoundland and a Diploma in Computer Systems & Networking from the College of the North Atlantic.

armand

Armand Cuke

Senior Manager | MBA

Armand Cuke is a Senior Manager at Castle Hall. Prior to joining Castle Hall in 2014, Armand began his career as a Bond Administrator and Associate Trust Officer with Computershare. Armand received a BCOMM in Finance from Concordia University’s John Molson School of Business, as well as an MBA from its Goodman Institute of Investment Management.

jon

Jon Deneuville

Senior ESG Analyst

Jon Deneuville is a dedicated Senior ESG diligence analyst at Castle Hall. Prior to joining the firm, he was at Vigeo Eiris, an European ESG research firm, where he conducted research on sustainability-themed securities. Jon has also worked as a Sustainability Lead for Enerbrain, an Italian energy efficiency and technology start-up. Jon holds a Bachelor of Commerce in Sustainability from the Desautels Faculty of Management at McGill University.

AD

Anthony DiLiberatore

Senior Manager

Anthony is a Senior Manager at Castle Hall. He is involved in the quality control of the OpsMonitor and OpVerification products. He oversees the work of multiple analysts performing operational due diligence on a variety of asset classes including hedge funds, private equity and other alternative and traditional fund structures. Prior to joining Castle Hall in 2017, Anthony worked as a Senior Operations Analyst at Citco. Anthony obtained his Bachelor of Commerce majoring in Accounting from Saint Mary’s University in 2013.

Act2 Sample Image

Maryse Girard

Director | CPA, CA, RIPC

Maryse Girard serves on the Board of Castle Hall. In addition to her responsibilities as a Director of the company, Maryse provides ongoing support to the firm's business operations. She also leads the firm's audited financial statement (AFS) service, which reviewed more than 4,000 sets of financial statements over the past year. 

Maryse previously assumed the role of Chief Operating Officer on inception of the firm, where, over the first ten years of Castle Hall’s business, she was responsible for establishing and growing the firm’s operational infrastructure across finance, human resources and compliance. 

Max - Team

Max M. Kimpton

Director | CAIA

Max is a Director at Castle Hall. At Castle Hall, Max conducts operational due diligence reviews across a wide range of hedge fund, fund of funds, private equity and other alternative and traditional fund structures. Prior to joining Castle Hall, he spent three years with National Bank of Canada as an Operations Analyst within the Wealth Management Group.

Max sits on the AIMA (Alternative Investment Management Association) Québec Committee. He holds a BA in Business Administration from Université de Sherbrooke, and is CAIA (Chartered Alternative Investment Analyst) charterholder.

DL

Daisy Lepage

Marketing & Communications Specialist

Daisy is the Marketing & Communications Specialist at Castle Hall. Skilled in design and inbound marketing, Daisy has helped design the Castle Hall website, along with brochures and white papers.

After graduating from Lasalle College in Fashion Marketing, Daisy worked as a Project Support Coordinator for Home Depot and later on became a Marketing Consultant for a Dance Studio before joining Castle Hall in 2017.

Act2 Sample Image

Angela MacKay

Senior Manager

Angela is a Senior Manager at Castle Hall. At Castle Hall, Angela is involved in the review process of the monitoring and verification products, overseeing the work of more than ten analysts. The review of OpsMonitor and OpsVerification covers more than 500 funds across a wide range of strategies and involves communicating with Managers from around the world. Additionally, she coordinates background checks with Exiger as well as reviewing the final product ahead of issuance.

Angela holds a Bachelor of Business Administration from the Gerald Schwartz School of Business at St. Francis Xavier University.

vijay

Vijay Malibiran

Team Manager | CLSSMBB, CLSSBB

Vijay heads the operations in Manila and directly reports to the Managing Director. He focuses on the delivery of 4 Castle Hall Due Diligence processes: Audited Financial Statements Review, OpsMonitor, OpsVerification, and OpsReview Data Support. He also oversees, documents and reviews Castle Hall’s workflows, operations and procedures.

Vijay has more than 10 years of experience in the Banking and Finance industry. He had managed teams that supported Australia’s largest Share Registry for 5 years. He graduated from the University of the Philippines and received his Engineering License in 2005. He got his Lean Six Sigma Black Belt and Master Black Belt Certifications in 2016.

cm

Chris Mitchell

Senior Manager

Chris is a Senior Manager at Castle Hall. At Castle Hall, Chris conducts operational due diligence reviews across a wide range of hedge funds, fund of funds, private equity and other alternative and traditional fund structures. 

Chris holds a Bachelor of Business Administration from the University of New Brunswick.

Mathieu

Mathieu Monnier

Senior Manager 

Mathieu is a Senior Manager at Castle Hall. He conducts operational and investment due diligence reviews across a wide range of hedge funds, fund of funds, private equity and other alternative and traditional fund structures. He is also involved with training initiatives and oversees a team of Analysts. Prior to joining Castle Hall, he held various roles at Mackenzie Investments and Investors Group.

Mathieu holds a Bachelor of Economics from the University of Montreal, is currently pursuing the CFA designation (Level III candidate), and has completed the Canadian Securities Course and Canadian Investment Funds Course.

Act2 Sample Image

Christian Nauer

Director | CFA

Christian began his alternative investment career with Man Investments with the Relative Value Team within the RMF subsidiary. During this time, he became primarily responsible for co-managing RMF’s commodities strategies and energy funds (combined $2.5 billion AUM), in addition to sourcing funds, and advising portfolio management on commodity strategies. At the same time, he was responsible for formulating and presenting market opinions.

Christian has been conducting onsite due diligence for over ten years and, having spent several years based in New York, has developed a profound knowledge of a wide range of alternative and traditional investment strategies, as well as their operational, legal, and strategy risks.

Agneta

Agneta Ngusa

Senior Manager | CPA, CFA

Agneta is a Senior Manager at Castle Hall Diligence. She has worked primarily in the financial services sector, concentrating on the audit of hedge funds, structured finance vehicles and private equity funds.

Prior to joining Castle Hall, Agneta worked as an audit manager with KPMG in the Cayman Islands. She has considerable experience of investment funds reporting under International Financial Reporting Standards (IFRS) and USGAAP. Agneta graduated from University of Nairobi with a Bachelor of commerce degree and started her audit career with Deloitte. She is a Certified Public Accountant and a CFA charterholder.

mark

Mark Parana

Team Lead | MBA

Mark leads 3 teams in Manila and provides added support in work allocation, performance management of the staff and setting the goals and objectives of each group. He is highly involved in contributing to management decisions to evolve and enrich the culture of a high-performance organization. He works closely with the Manila Team Manager and the Managing Director as an opportunity for succession planning and professional growth.

Prior to joining Castle Hall, Mark was employed at IBM Services, Inc. for almost seven years, primarily involved in team and operations management. He holds a Bachelor’s degree in Business Administration major in Financial Management and a Master of Business Administration degree from De La Salle University – Manila. Mark is a certified Wealth Portfolio Manager for AIA Philamlife handling multiple individual insurance and investment accounts.

Act2 Sample Image

Vincent Piche

Director | CFA, CAIA

Vincent is a Director at Castle Hall. At Castle Hall, Vincent has been conducting operational due diligence since January 2008, with experience across broad asset classes and a wide range of strategies within long only, hedge fund and private equity structures.

Prior to joining Castle Hall, Vincent worked with an independent music company based in Canada. Vincent began his career as an analyst with Fiera Capital Corporation, a leading Canadian institutional investment manager. Vincent holds a BA in Business Administration from Hautes Etudes Commerciales in Montreal, and is a CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) charterholder.

Act2 Sample Image

Daryl Purdy

Vice President | CIM, CAIA, MBA

Daryl is a Vice President with Castle Hall, focused primarily on business development and marketing initiatives, bringing over 20 years of financial services experience including 12 years focused on alternatives investments.
 
Prior to joining Castle Hall, Daryl spent almost a decade with KCS Fund Strategies Inc., an independent investment consulting and management firm specializing in portfolios of Canadian hedge funds and due diligence on Canadian hedge funds.  While at KCS, Daryl gained deep insight into the Canadian hedge fund space, including operational due diligence requirements for broker-dealer firms registered in Canada, and co-authored an AIMA Canada award-winning article on the merits and characteristics of the Canadian hedge fund universe. Daryl was the founding Chapter Executive of the CAIA Canada Vancouver Chapter and has been a CAIA Exam Grader.
Act2 Sample Image

Lloyd Rochester

Director

Lloyd is a Director at Castle Hall. At Castle Hall, Lloyd conducts operational due diligence reviews across a wide range of hedge fund, fund of funds, private equity and other alternative and traditional fund structures. Prior to joining Castle Hall, Lloyd was a Senior Investment Representative with Scotiabank’s discount brokerage division. Lloyd began his career as an Operations Specialist with Pivotal Payments, one of Canada’s largest independent merchant service providers.

Lloyd holds a BA in Economics from Concordia University in Montreal, has passed CFA Level I and has completed his Canadian Securities, Options licensing and Derivatives Fundamentals Courses through the Canadian Securities Institute.

jr

Jackie Romanetti

Director, Platform Development

Jackie is the Director of Platform Development at Castle Hall. Jackie is responsible for tactical and strategic decision-making for all technical and design aspects of the product line developed by Castle Hall. Jackie works with a team of technologists and developers to turn complex business concepts into IT solutions that provide insight into the depth and breadth of information captured through Castle Hall's due diligence approach.

Jackie holds a bachelor of science in Architecture, and after several years working with buildings and furniture decided to shift her design focus to developing technological solutions to real-world problems. Jackie has over a decade of experience in IT business analysis and product management across a range of industries.

ss

Sarah Spencer

Human Resources Manager

Sarah is the HR Manager with Castle Hall. Sarah moved to Halifax in 2001 to complete her undergrad in psychology and sociology at Mount Saint Vincent University. After completing this, she went on to travel throughout Europe and then returned to Halifax to do her HR Certificate at Saint Mary's University. She started her HR career in healthcare, where she worked in various roles ranging from Staffing to Employee Relations and then went on to become a Recruiter. After her experience in healthcare, she moved on to retail management where she took on an HR Generalist role and moved up to Senior and eventually HR Management, in this role she led an HR team and was part of the Operations team. Sarah is skilled at building relationships with people, communication, and problem solving; taking into account that it takes all different types of people in order for an organization to be successful. Sarah's extensive career in HR has allowed her to to be an effective 'people manager', ensuring that processes are put in place in order to elevate the organization and ensuring that team work and collaboration are always top of mind.  
Act2 Sample Image

Alex Wise

Head of Australia & NZ | LLB, BVC

Alex heads Castle Hall’s business in Australia and lead’s client relationships and diligence activities in the broader Asia Pacific region. Alex has 16 years’ experience in the investment management industry and prior to that worked in a leading London law firm. Alex established the operational due diligence program at Atlas Capital, a UK / Guernsey based fund of funds, in 2002, before moving to found Orchard Harbour, a specialist in Asia-Pacific hedge funds, in 2007. Alex joined Select Asset Management as COO in 2012, and thereafter assumed a variety of roles within OneVue, a publicly traded financial services firm, upon OneVue’s acquisition of Select in 2014. 

Alex is a qualified Solicitor and a Barrister in England & Wales having completed the Bar at the College of Law in London. Alex is also an executive committee member of AIMA’s Australian chapter.

MW

Mat Wood

Business Development Manager

At Castle Hall, Mat manages the business development team with a focus on both Castle Hall's existing sales pipeline and development of new business opportunities.

Prior to joining Castle Hall, Mat held various Operational roles at both Grant Thornton and Fluent Home with a focus on new business and customer retention.

MY

Marice Young

Client Support Manager

Marice is the Client Support Manager at Castle Hall. Skilled in building Client Relations and Logistical Planning, Marice leads a team of experienced Client Support Specialists.  The Client Support team ensures all client inquiries are responded to as well as scheduling engagements across the firm.

After attending the University of New Brunswick,  Marice worked in the Accounting Field for both Manufacturing and Non-Profit Organizations.  She is a member of the 100+ Women Who Care Halifax.

Act2 Sample Image

Esther Zurba

Director | CAIA, MBA

Esther Zurba is a Director with Castle Hall, responsible for leading operational due diligence engagements across all asset classes and lending subject matter expertise across Castle Hall’s ongoing product development and client engagements. With over 20 years of professional experience including over 13 years dedicated ODD, Esther brings a perspective from both the buy and sell sides of the investor due diligence desk. Esther joined Castle Hall in 2012 from Scotia Capital’s Trade Operations and Risk Control group, where she conducted ODD on external asset managers supporting multiple business lines. Prior to joining Scotia Capital, Esther worked with Mapleridge Capital, a Toronto based short-term systematic CTA. Esther holds an MBA from Richard Ivey School of Business at the University of Western Ontario, and BA (Honours) from University of Toronto. Esther is also a CAIA charterholder and is actively involved with the CAIA Association in various capacities. Esther is currently a co-chapter executive of the CAIA Toronto Chapter and a member of AIMA Canada’s Education and Research and Operations and Compliance Committees.